New conversation or message
Triggered when a new conversation is started or when a new message is added to an existing conversation.
New note on conversation (instant)
Triggered when a new note is added to a conversation.
New tag on a contact (instant)
Triggered when a contact is tagged
New tag on a conversation (instant)
Triggered when a message is tagged in a conversation
New tag on a user (instant)
Triggers when a user is tagged.
Add note to contact
Adds a note to the specified contact as the specified admin account.
Add note to conversation
Adds a note to the specified conversation as the specified admin account.
Add or update contact
Adds a new contact with the selected role if the email doesn't exist, otherwise updates an existing contact. If multiple contacts are found and only one of them matches the default role, that contact is updated, otherwise an error occurs.
Add tag to contact
Adds a tag to the specified contact.
Assign conversation
Assigns the specified conversation to the specified assignee.
Assign conversation
Assigns the specified conversation to the specified admin account.
Close conversation
Closes the specified conversation.
Convert visitor
Converts a visitor to either a lead or a user
Create message
Create either an email or in-app message initiated by a specified admin.
Find admin by email
Fetches an admin's details by email. An error occurs if not found.
Find contact by custom attribute
Fetches a contact's details by matching the specified custom attribute's value. The output "role" field will be either "user" or "lead". If zero or multiple are found, an error occurs.
Find contact by email
Fetches a contact's details by email. The output "role" field will be either "user" or "lead". If no match is found, an error occurs. A setting controls if an error occurs when multiple matches are found.
Find team by name
Fetches a team's details by name. An error occurs if not found.
Get contact
Fetches a contact's details by ID.
Merge lead into contact
Merges a lead into a contact. Attributes that don't exist in the contact will be copied over. An error occurs if the lead or contact is not found.
Open conversation
Opens the specified conversation.
Reopen conversation
Reopens the specified conversation.
Send conversation reply
Sends a reply to the specified conversation as the specified admin account.
Send in-app message to a user
Sends an in-app message to a user and emits the message ID.
Start conversation
Starts a new conversation with the specified contact.
Update contact
Updates an existing contact specified by ID
Cancelled individual appointment
Triggered when an individual appointment is cancelled.
Cancelled individual appointment -7d (integration setting)
Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
Cancelled individual appointment -7d +45d
Triggered when an individual appointment is cancelled. This version only looks at appointments 7 days back and 45 days forward.
Cancelled individual appointment (integration settings)
Triggered when an individual appointment is cancelled. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
Deleted individual appointment
Triggered when an individual appointment is deleted.
New archived invoice
Triggered when an invoice is archived.
New cancelled attendee
Triggered when an attendee is cancelled.
New deleted patient
Triggered when a patient is deleted. Emits the patient ID, which is the only piece of information available after a patient has been deleted.
New or updated archived individual appointment
Triggered when an individual appointment is archived or when an archived appointment is updated.
New or updated archived individual appointment -7d (integration setting)
Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
New or updated archived individual appointment -7d +45d
Triggered when an individual appointment is archived or when an archived appointment is updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated archived individual appointment (integration settings)
Triggered when an individual appointment is archived or when an archived appointment is updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated archived invoice
Triggered when an archived invoice is created or updated.
New or updated archived patient
Triggered when a patient is archived or when an archived patient is updated.
New or updated attendee
Triggered when an attendee is created or updated.
New or updated business
Triggered when a business is created or updated.
New or updated communication
Triggered when a communication is created or updated.
New or updated contact
Triggered when a contact is created or updated.
New or updated daily availability
Triggered when a daily availability is created or updated.
New or updated group appointment
Triggered when a group appointments is created or updated.
New or updated group appointment -7d +45d
Triggered when a group appointments is created or updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated group appointment (integration settings)
Triggered when a group appointments is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated individual appointment
Triggered when an individual appointment is created or updated.
New or updated individual appointment -7d (integration setting)
Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and the number of days forward as specified by an integration setting.
New or updated individual appointment -7d +45d
Triggered when an individual appointment is created or updated. This version only looks at appointments 7 days back and 45 days forward.
New or updated individual appointment (integration settings)
Triggered when an individual appointment is created or updated. This version looks at appointments a specified number of days back and the number of days forward as specified by integration settings.
New or updated invoice
Triggered when an invoice is created or updated.
New or updated patient
Triggered when a patient is created or updated.
New or updated practitioner
Triggered when a practitioner is created or updated.
New or updated treatment notes
Triggered when treatment notes is created or updated.
Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Two-way sync new or updated patients
A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Archive patient
Archives a patient. An error will occur if the patient is not found.
Calculate patient lifetime value
Calculates the specified patient's lifetime value. Emits the sums of all invoice totals and net amounts for the patient.
Create contact
Creates a new contact.
Create patient
Creates a new patient.
Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Get appointment
Returns details of the specified appointment.
Get appointment type
Returns details of the specified appointment type.
Get appointment type billable item
Returns details for a billable item.
Get appointments by practitioner ID
Returns appointment details by practitioner ID.
Get archived invoice
Returns details of the specified archived invoice.
Get archived patient
Returns details of the specified archived patient.
Get billable item
Returns details of the specified billable item.
Get business
Returns details of the specified business.
Get cancelled appointment
Returns details of the specified cancelled appointment.
Get concession type
Returns details of the specified concession type.
Get contact
Returns details of the specified contact.
Get group appointment
Returns details of the specified group appointment.
Get group appointment attendees
Returns attendee information for the specified group appointment.
Get individual appointment attendees
Returns attendee information for the specified individual appointment.
Get individual appointment totals
Returns the total booked, arrived, cancelled, and noshow appointments for the specified patient
Get invoice
Returns details of the specified invoice.
Get patient
Returns details of the specified patient.
Get patient case
Returns details of the specified patient case.
Get patient referral source
Returns the referral source for the specified patient.
Get patient's next appointment
Returns details of the next appointment for the specified patient. No data will be emitted if the patient doesn't have an upcoming appointment.
Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
Get practitioner availabilities
Returns availability information for the specified practitioner.
Get tax
Returns details of the specified tax id emitted from the 'get billable item' action. That action may emit an empty value for the tax id for items having no tax, but this action will throw an error if no tax id is specified.
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Two-way sync add or update a patient
An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Update contact
Updates a contact.
Update patient
Updates a patient.
Update patient custom field
Updates the value of the specified custom field for the specified patient.
Update patient referral: contact
Updates a patient's referral, when referred by a contact
Update patient referral: patient
Updates a patient's referral, when referred by another patient
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